Valeo Financial Advisors, LLC Wisdomtree Tr Cloud Computing Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding WCLD
# of Institutions
114Shares Held
4.99MCall Options Held
1.5KPut Options Held
2.2K-
Ubs Group Ag678KShares$24.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY532KShares$19.4 Million0.0% of portfolio
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Endurance Services LTD Purchase, NY355KShares$12.9 Million1.9% of portfolio
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Selective Wealth Management, Inc.324KShares$11.8 Million4.32% of portfolio
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Goldman Sachs Group Inc New York, NY279KShares$10.1 Million0.0% of portfolio